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Capital Performance Advisors’s IBM IBM Stock Holding History

Capital Performance Advisors’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.18M Sell
4,882
-159
-3% -$43K 0.08% 112
2025
Q4 		$1.49M Buy
5,041
+3,932
+355% +$1.18M 0.11% 87
2025
Q3 		$313K Buy
+1,109
New +$290K 0.05% 207
2025
Q2 		– Sell
-923
Closed -$230K – 296
2025
Q1 		$230K Buy
+923
New +$226K 0.05% 216
2024
Q4 		– Sell
-195
Closed -$43.1K – 1310
2024
Q3 		$43.1K Buy
+195
New +$38.2K 0.01% 390

Other funds holding IBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Performance Advisors's IBM Position: Q1 2026 in Review

Capital Performance Advisors reduced its IBM (IBM) stake by 3.2% in Q1 2026, selling an estimated $43K and leaving 4,882 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #112.

Capital Performance Advisors first reported a position in IBM in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.49M in Q4 2025. 3,466 funds tracked by Wall St. Rank hold IBM as of Q1 2026.

  • Capital Performance Advisors held 4,882 shares of IBM worth $1.18M as of Q1 2026.
  • Capital Performance Advisors sold 159 IBM shares in Q1 2026, an estimated $43K.
  • IBM made up 0.08% of Capital Performance Advisors's portfolio in Q1 2026, its #112 holding.
  • Capital Performance Advisors first reported a position in IBM in Q3 2024 and has held it in 5 quarters since.
  • Capital Performance Advisors's IBM position peaked at $1.49M in Q4 2025.
  • 3,466 funds tracked by Wall St. Rank held IBM as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.